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Investors North American Equity Class Series A

Ranked 1695 out of 1882 in - US over 12 months
All calculations are in USD unless stated

Objective

The Class aims to provide long-term capital growth primarily through exposure to the common shares of North American corporations. The Class aims to achieve this exposure by investing primarily in units of other Investors Group mutual fund(s) and/or directly in equity securities.

Performance

US over : 31/01/2017 - 31/01/2018
  • Rank 1695/1882 Total Return
  • Rank 410/1882 Standard Deviation
  • Rank 1623/1882 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 15.1% 2.5% 2.0% 6.4% 3.4%
2016 19.6% 6.2% 1.7% 4.9% 5.5%
2015 -13.4% -2.2% -0.1% -10.7% -0.7%
2014 2.6% 2.2% 6.9% -4.3% -1.9%
2013 19.9% 5.4% -0.8% 7.8% 6.4%
2012 8.9% 8.4% -7.2% 8.5% -0.3%
2011 -13.8% 5.8% -4.8% -23.1% 11.3%
2010 17.1% 6.9% -15.4% 14.2% 13.5%
2009 53.3% -5.5% 28.4% 19.0% 6.1%
2008 -44.0% -8.9% 2.9% -16.0% -28.9%
2007 16.0% 3.0% 10.1% 6.6% -4.1%
2006 10.9% 6.7% -1.8% 1.7% 4.0%
2005 13.8% 0.4% 1.9% 10.2% 1.1%
2004 13.2% 1.0% -1.1% 1.1% 12.1%
2003 29.8% 0.5% 14.7% 0.8% 11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Canada

Fund Info

  • Launch date24/10/2002
  • Share Class size31Mn
  • Base currencyCAD

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment50

Charges

  • Annual management1.85%
  • Initial investment1.85

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).